Odds are higher than you might expect
Nate Silver Says He Has 'Weird Intuition' Trump May 'Quit' Presidency mediaite.com/media/podcasts…
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If Dems seize this opportunity to move to the center they’ll coast through 2028
If they misread their mandate & veer far left, they’ll be right back where we started to why Trump won in 2024
Americans clearly want a middle ground, last night should make all moderates optimistic
If they misread their mandate & veer far left, they’ll be right back where we started to why Trump won in 2024
Americans clearly want a middle ground, last night should make all moderates optimistic
Bernie Saunders with the cheese touch
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Most Americans are sick of both parties and happy to vote for whichever seems less crazy at the moment
Both of the last two admins largely ignored the mandate that voters actually gave them, and their parties immediately got smoked as a result
Both of the last two admins largely ignored the mandate that voters actually gave them, and their parties immediately got smoked as a result
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Jon Charbonneau 🇺🇸 retweeted
I rarely recommend products, but Umbra’s privacy pools are incredibly slick. They feel like the rest of Solana.
Try depositing a few dollars and see for yourself. Worst case, you did some diligence on a $5M token in 30 seconds.
v2.umbraprivacy.com
Try depositing a few dollars and see for yourself. Worst case, you did some diligence on a $5M token in 30 seconds.
v2.umbraprivacy.com
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Jon Charbonneau 🇺🇸 retweeted
We’re excited to announce that Rip Cars has closed its $1.5M strategic round, backed by an incredible group of investors:
@dba_xyz, @Colosseum, @KyleSamani, @Novora_, @Allinbitcoin_, @Sacha, and Erik C.
This round brings us one step closer to building the world’s largest ible Hot Wheels.
@dba_xyz, @Colosseum, @KyleSamani, @Novora_, @Allinbitcoin_, @Sacha, and Erik C.
This round brings us one step closer to building the world’s largest ible Hot Wheels.
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even when you've had conviction for years that this day would come, theres still something very surreal about reading stuff like this
congrats to everyone involved in one of the biggest landmarks in this industry's history & a glimpse of the future of finance
hyperliquid
congrats to everyone involved in one of the biggest landmarks in this industry's history & a glimpse of the future of finance
hyperliquid
I am excited to be an investor in trade(xyz) as they partner with ICE to bring 24/7 perpetual futures on Hyperliquid to the United States. As a market participant, I am looking forward to to using their innovative product to enhance my investment process.
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Jon Charbonneau 🇺🇸 retweeted
I still remember the day Paul Tudor Jones came out and called Bitcoin the fastest horse in the race.
It was May 2020. Bitcoin was at $9k. That moment changed everything for Bitcoin.
PTJ's public call forever eliminated the career risk for hedge funds to buy BTC.
Bitcoin went year.
Druck investing in trade xyz is that moment for all of onchain capital markets.
The career risk for all funds to participate in onchain capital markets is now zero. "If druck is doing it, I can too"
I wouldn't be surprised to see onchain market volume 10x from here.
Welcome to the next stage of the bull market.
It was May 2020. Bitcoin was at $9k. That moment changed everything for Bitcoin.
PTJ's public call forever eliminated the career risk for hedge funds to buy BTC.
Bitcoin went year.
Druck investing in trade xyz is that moment for all of onchain capital markets.
The career risk for all funds to participate in onchain capital markets is now zero. "If druck is doing it, I can too"
I wouldn't be surprised to see onchain market volume 10x from here.
Welcome to the next stage of the bull market.
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Jon Charbonneau 🇺🇸 retweeted
Growing up in the United States, NYSE was synonymous with the story of American capitalism. I vividly remember learning about the Buttonwood agreement in 9th grade history class. 24 stockbrokers met under a tree on Wall Street and formed the beginning of what would become the world's financial center. From pits to computers to now onchain markets, America has always led the way in innovating markets to improve price discovery and capital formation. Today the next chapter begins with ICE, trade[XYZ], and Hyperliquid.
ICE started as an electricity-trading platform in 2000, growing to acquire NYSE itself in only 13 years. It is a key infrastructure provider of America’s energy, bond, and mortgage markets. ICE is a rare story of exponential growth of a financial giant over decades, continually embracing innovation and technology.
trade[XYZ] was the first HIP-3 deployer and responsible for spearheading the flourishing global RWA perpetual market today. Only a year ago, trade[XYZ] launched its first RWA perpetual markets. They took a bet on HIP-3, which had just launched after months of tireless development. Having followed their journey from day 1, I cannot overstate how much Shoku and the team have poured into growing these markets to a genuine source of price discovery for the most important assets in the world.
Over the past three years, Hyperliquid has pioneered onchain infrastructure to house all of finance. Hyperliquid is nothing without its world-class builders. I am honored that trade[XYZ] and ICE have chosen to build on Hyperliquid to bring perpetual contracts to America.
When I first spoke to Jeff Sprecher around a year ago, he asked what success looks like to me. I thought for some time and joked that it would be seeing ICE building on Hyperliquid's technology. I could never have predicted the progress that we've made as a community in a single year to make this come true. Excited to see what we can build together next.
ICE started as an electricity-trading platform in 2000, growing to acquire NYSE itself in only 13 years. It is a key infrastructure provider of America’s energy, bond, and mortgage markets. ICE is a rare story of exponential growth of a financial giant over decades, continually embracing innovation and technology.
trade[XYZ] was the first HIP-3 deployer and responsible for spearheading the flourishing global RWA perpetual market today. Only a year ago, trade[XYZ] launched its first RWA perpetual markets. They took a bet on HIP-3, which had just launched after months of tireless development. Having followed their journey from day 1, I cannot overstate how much Shoku and the team have poured into growing these markets to a genuine source of price discovery for the most important assets in the world.
Over the past three years, Hyperliquid has pioneered onchain infrastructure to house all of finance. Hyperliquid is nothing without its world-class builders. I am honored that trade[XYZ] and ICE have chosen to build on Hyperliquid to bring perpetual contracts to America.
When I first spoke to Jeff Sprecher around a year ago, he asked what success looks like to me. I thought for some time and joked that it would be seeing ICE building on Hyperliquid's technology. I could never have predicted the progress that we've made as a community in a single year to make this come true. Excited to see what we can build together next.
Intercontinental Exchange (ICE) and trade[XYZ] have announced their plan to use Hyperliquid as the infrastructure layer to deploy perpetual futures markets for US traders across crypto, equities, commodities, foreign exchange, and other real-world assets, subject to regulatory approvals. ICE operates NYSE and some of the largest exchanges and clearing houses globally.
In this structure:
+ Hyperliquid serves as the underlying technology infrastructure via HIP-3*
+ trade[XYZ] designs and implements the markets
+ ICE operates the regulated market and clearing structure
Existing trade[XYZ] HIP-3 markets will remain unchanged.
Hyperliquid is a neutral infrastructure layer with the goal of supporting large parts of the financial system. As with HIP-3, HIP-3* deployers are independent operators who use Hyperliquid as the onchain infrastructure layer for their own markets, while retaining control and responsibility over their deployment.
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Jon Charbonneau 🇺🇸 retweeted
I am excited to be an investor in trade(xyz) as they partner with ICE to bring 24/7 perpetual futures on Hyperliquid to the United States. As a market participant, I am looking forward to to using their innovative product to enhance my investment process.
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Jon Charbonneau 🇺🇸 retweeted
MAYBE I WAS WRONG ABOUT BLOCKCHAIN TECHNOLOGY
I wrote about how I always used to make fun of the guys who said things like "Bitcoin is speculative, but the underlying blockchain technology is interesting." And now I think maybe they kinda had a point.
I wrote about how I always used to make fun of the guys who said things like "Bitcoin is speculative, but the underlying blockchain technology is interesting." And now I think maybe they kinda had a point.
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gigantic breakthrough if proved out
very long but must read
very TLDR - mechanistic interpretability is likely way more tractable than previously thought because past assumption that AI models jumble unrelated ideas together in neurons (superposition) was probably mostly wrong
very long but must read
very TLDR - mechanistic interpretability is likely way more tractable than previously thought because past assumption that AI models jumble unrelated ideas together in neurons (superposition) was probably mostly wrong
interpretability might be the most important scientific problem in the world right now, as I don't think we can solve alignment if we don't know what we're building. I think I have good news about it. I co-authored early work in mechanistic interpretability at OpenAI and came away pessimistic, because neural networks appeared to fold into arbitrary tangled knots. years later, I started openai's first large-scale automated interpretability project, finding about 2% of neurons legible with the primitive tools we had
with modern agentic tools and a much closer look, the picture looks totally different. the vast majority in models up to trillions of parameters are legible, and their circuits beautiful. many famous examples of tangled neurons turned out to be misunderstood. The roadblocks I expected mostly aren't there. I now think ambitious interpretability will be solved by the time we need it most, and possibly quite soon, as automated scientists keep improving. it may be a bitter lesson for interpretability: the simple thing, at absurd scale, works
already-clean.goodfire.com
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Jon Charbonneau 🇺🇸 retweeted
Hyperliquid is unlike any other crypto endeavor I can think of.
It’s not another memecoin casino. It’s a focused endeavor to re-architect finance and it’s the one where people are trading oil perps 24/7. It’s not a household name, but it’s caught up to Sol in USDC issuance
It’s not another memecoin casino. It’s a focused endeavor to re-architect finance and it’s the one where people are trading oil perps 24/7. It’s not a household name, but it’s caught up to Sol in USDC issuance
NEW ODD LOTS:
It’s the podcast debut for Jeff Yan
@tracyalloway and I have an ultra-rare interview with the CEO and co-founder of Hyperliquid Labs about his plan to house the world’s entire financial system
open.spotify.com/episode/5AqOmZ…
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Jon Charbonneau 🇺🇸 retweeted
i think this flow for raising capital is pretty underrated.
lots of apps in crypto are kind of hard to back as just an idea. what if you can raise a small runway (6 months or so) from public and test out idea first?
if failed, liquidate and shut it down. if successful, raise from funds and angels at a markup to public ico to fully build it out.
lots of apps in crypto are kind of hard to back as just an idea. what if you can raise a small runway (6 months or so) from public and test out idea first?
if failed, liquidate and shut it down. if successful, raise from funds and angels at a markup to public ico to fully build it out.
We have completed OTC sales of $CARS to DBA, Novora, and Anas Khader.
All three transactions were executed at USD $0.1065 per token, with no vesting and no lockup.
• @dba_xyz — 2,816,901.41 $CARS — $300,000
• @novora_ — 469,483.57 $CARS — $50,000
• @allinbitcoin_ — 25,000
Total: 4,460,093.90 $CARS for $475,000. All proceeds will go to the treasury.
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